Add with a link

Adding a document with a link from the deal, organization or person view is as easy as copy-pasting.

Watch the video below for a Floor Plan Management use case in real estate, where OneNode enables Pipedrive users to link any document’s web location—whether from cloud storage or third-party applications—to Deals, People, or Organizations. 

This video demonstrates the process from the user’s perspective, with a OneNode admin having previously set up the Floor Plan document type and created five document custom fields.

Add with a Link

This video demonstrates how to add a Floor Plan document type, including a link to drawings stored in a collaborative diagram application called Lucid.

1. Introduction

By the end, you’ll see that regardless of where the document or drawing is stored, you can effortlessly link its web location to Pipedrive using OneNode.

2. Select the deal

First select the Deal you want to link the Floor Plans to. If you need to, you may also link it to Organizations or Persons in Pipedrive.

3. Click "Add document"

Look for the OneNode panel on the left and Click on the "Add document" button.

4. Select "Add with a Link"

From the three options,Choose the first one. "Add with a link".

5. Complete the fields

A new window displaying the document properties will appear. The first field, URL, requires that you insert the link

6. Copy the link

So go to the browser tab or web app where the Floor Plan document is stored and simply copy the link

7. Paste the Link

Return to Pipedrive and paste it in the URL field

8. Type a Title

Continue below with the Title field

9. Fill "Office Layout - Main Street"

Type a file name. This is an Office Layout in Main Street

10. Modify the Owner

If necessary, adjust the document owner

11. Choose the Document Type

And lastly, click on the Document Type and select the "Floor Plan" option.

12. Complete the fields

Oh! but not so fast! OneNode's admin has created additional fields for the Floor Plan Type of document.

13. Select the Property Manager

First select the Property Manager from the list of users

14. Keep the toggle switched on

Next, leave the New construction checkbox switched on, unless that's not the case

15. Choose the "Property Type"

In the Property type, choose Commercial, since this is an office floor plan

16. Complete "Listing offered on"

Then choose the date in which the floor plan was shared with the deal contact

17. Fill the "Price"

Lastly, enter the price

18. Click "Save"

And Click on "Save".

19. The document has been added!

There you have it— This Floor Plan is now linked to the Deal.

20. Click on the Eye Icon

Review the document details at anytime by clicking on the eye icon on the right

21. Edit

To edit the details click on the Pen icon, make the changes, and click Save.

22. Track document changes

You can also track any changes with the History tab

23. Locate the document

And here's when you can finally say good-bye to the document treasure hunt! Use the Search tool to access the document from any location within Pipedrive!

Adding documents with a Link is as easy as copy- pasting. And, guess what?!—it gets even easier! Watch OneNode's Chrome Extension video to find out how.